SIMPLE Individual Retirement Account Custodial AgreementSimple Individual Retirement Account Custodial Agreement • September 13th, 2021 • Missouri
This Custodial Agreement is incorporated into and is part of the Individual Retirement Account Authorization Form (collectively “Agreement”) signed by me (collectively the “Depositor,” “Client,” “me,” “my,” “I,” “you” or “your”),and constitutes a binding contract between Edward D. Jones & Co., L.P. (collectively, “Edward Jones,” “Custodian,”“we” or “our”), and me. I represent that I have read and understand the Agreement and agree to be bound by its terms, as well as the separate disclosures and notices referenced in and/or provided with this Agreement. My current or former employer (“Employer”) has adopted a plan described in Section 408(p) as a Savings Incentive Match Plan for Employees of small employers (“SIMPLE IRA Plan”). I am establishing a Savings Incentive Match Plan for Employees of small employers Individual Retirement Account (“SIMPLE IRA” or “Account”) under Sections 408(a) and 408(p) of the Internal Revenue Code of 1986, as amended (“the Code”), to provide for my retireme
